Institutional shares held 6.22 Million
0 calls
0 puts
Total value of holdings $306M
$0 calls
$0 puts
# of Institutions 102


Latest Institutional Activity in CMBS

Top Purchases

Q3 2025
U.S. Capital Wealth Advisors, LLC Shares Held: 63.6K ($3.13M)
Q3 2025
Central Bank & Trust CO Shares Held: 186K ($9.15M)
Q3 2025
City Center Advisors, LLC Shares Held: 8.14K ($401K)
Q2 2025
Prepared Retirement Institute LLC Shares Held: 156K ($7.7M)
Q2 2025
Schmidt P J Investment Management Inc Shares Held: 91.2K ($4.49M)

Top Sells

Q3 2025
Columbus Macro, LLC Shares Held: 12.9K ($637K)
Q3 2025
Arvest Investments, Inc. Shares Held: 439K ($21.6M)
Q2 2025
Tortoise Investment Management, LLC Shares Held: 13.3K ($656K)
Q2 2025
Ubs Group Ag Shares Held: 378K ($18.6M)
Q2 2025
Pathstone Holdings, LLC Shares Held: 73.4K ($3.61M)

About CMBS

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